The Living Market Podcast
Inflation. Volatility. Bears and Bulls. There’s a lot to unpack in the markets – especially right now. Host Philip Petursson, Chief Investment Strategist at IG Wealth Management, brings clarity to the markets by sharing his views on the trends dominating the investment landscape and how they impact your financial life. Join Philip as he navigates The Living Market.
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Higher for longer: what it means for bonds
<p>Interest rates are stuck in “higher for longer” territory, and the bond market is feeling it. Philip Petursson, Chief Investment Strategist at IG Wealth Management, sits down with Dustin Reid, Chief Fixed Income Strategist at Mackenzie Investments, to go deep into the fixed income landscape. They discuss the Taylor rule and rate normalization, the hidden bear market lurking beneath the S&P 500, and why bonds are once again a compelling alternative to equities.</p>
2026 federal budget highlights
<p>On November 5, Minister of Finance, François-Philippe Champagne, presented the 2026 federal budget. In this special edition of the podcast, Aurèle Courcelles, Vice-President of IG’s Tax and Estate Planning team, discusses some of the key changes announced in the budget and how they could affect you.</p>
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From cutting to hiking: what the Bank of Canada's pivot means for investors
<p>The Bank of Canada (BoC) just raised interest rates by a quarter of a percentage point to 2.5%; the question is no longer when the next cut is coming, but how many hikes might still lie ahead. Philip Petursson, Chief Investment Strategist at IG Wealth Management, breaks down why a stronger economy and sticky inflation above 3% have shifted the BoC's outlook, what it means for bond investors, and how rising rate differentials and elevated oil prices could give the Canadian dollar a lift.</p>
The market’s biggest buyer is coming back
<p>After a month of sitting on the sidelines during the earnings blackout, corporate America is about to return as the market’s biggest buyer. Philip Petursson, Chief Investment Strategist at IG Wealth Management, breaks down why buybacks beat dividends, how the baton has passed from Big Tech to banks and industrials, and why a record chequebook could mean a firmer, broader finish to the year.</p>
When power becomes the prize
<p>Bitcoin miners spent years securing land, substations and access to massive quantities of power, and now AI companies want it. Ashish Utarid, Assistant Vice-President, Investment Strategy at IG Wealth Management, breaks down how publicly traded mining companies are redirecting their infrastructure toward AI computing workloads, why the value of power is changing, and what it means for investors watching the next phase of the AI investment cycle.</p>
Why emerging markets deserve a second look
<p>When you hear “emerging markets”, what comes to mind? For many investors, it’s still the old picture of cheap labour, commodity exports and the occasional currency crisis. Philip Petursson, Chief Investment Strategist at IG Wealth Management, updates that picture, explaining why emerging markets today offer growth at half the valuation of U.S. stocks, with AI hardware, Chinese consumption and commodity inputs all bundled into one allocation. He also discusses why the risks that come with them may provide exactly the kind of diversification your portfolio needs.</p>
Why the cost of capital is the new market story
<p>Long-term bond yields have surged to levels not seen in years, and they're reshaping the investment landscape. Pierre-Benoît Gauthier, Vice-President, Investment Strategy at IG Wealth Management, explains why rising yields are becoming the market's most important variable, how a correction beneath the surface of major indices is creating opportunities, and why strong earnings continue to do the heavy lifting for stocks.</p>
What rising rates mean for AI stocks and your portfolio
<p>The U.S. Federal Reserve’s latest rate hike is reshaping the investment landscape, from the Magnificent Seven to AI infrastructure and utility stocks. Ashish Utarid, Assistant Vice-President of Investment Strategy at IG Wealth Management, breaks down why a crowded stock market is most vulnerable when rates rise, what the hidden cost of AI's boom means for your portfolio, and how to position yourself when the landlord starts raising the rent.</p>
Why the Fed’s first hike in three years won’t be its last
<p>The U.S. Federal Reserve just raised interest rates for the first time in three years and it’s unlikely to stop at one. Philip Petursson, Chief Investment Strategist at IG Wealth Management, breaks down why stubborn inflation leaves the central bank with little choice but to keep hiking, and what it means for the Canadian dollar and Canadian investors holding American assets.</p>
